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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 12:59 PM EST

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To: Peppe who wrote (4995)	6/7/1998 2:57:00 AM
From: Andrew	of 18016

Peppe, Re: JDS Fitel "Thanks for the DWDM tips, but that's not what I was looking for. I believe that the market for DWDM with NT, LU and now TELLABS (ie CIEN) is too crowded for another player. Also, Ciena folks and Cisco folks have already announced that their relationship is not hurt by this merger and I believe this. " That's what I was thinking too. However, I recently learned that NT, LU and CIEN are customers of JDS Fitel. In my mind that made a big difference. Sounds like the big name DWDM folks OEM components from JDS. Not a bad position to be in. And judging by all the new (JDS) buildings popping up here in Ottawa, business is good... Anyways, thought you might find that interesting too. Andrew

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